-25.5%
APP vs XLE
+5.4%
-30.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -3.0% | +34.0% | +26.9% |
| 7D | +39.7% | -10.3% | +50.0% | +25.5% |
| 30D | +27.7% | -3.3% | +31.1% | +23.9% |
| 3M | -14.8% | +8.2% | -22.9% | -5.8% |
| 6M | -25.5% | +5.0% | -30.6% | -16.2% |
| All | -25.5% | +5.4% | -30.9% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded XLE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling